Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.27K Sell
530
-393
-43% -$4.65K ﹤0.01% 273
2025
Q1
$8.96K Buy
923
+723
+362% +$7.02K ﹤0.01% 235
2024
Q4
$1.98K Sell
200
-6,768
-97% -$67K ﹤0.01% 366
2024
Q3
$76.9K Buy
6,968
+94
+1% +$1.04K 0.02% 112
2024
Q2
$88.5K Buy
6,874
+84
+1% +$1.08K 0.02% 102
2024
Q1
$84.1K Buy
6,790
+255
+4% +$3.16K 0.02% 105
2023
Q4
$74.9K Sell
6,535
-273
-4% -$3.13K 0.02% 116
2023
Q3
$81.7K Sell
6,808
-15,089
-69% -$181K 0.03% 110
2023
Q2
$334K Sell
21,897
-765
-3% -$11.7K 0.13% 65
2023
Q1
$286K Buy
22,662
+20
+0.1% +$252 0.13% 72
2022
Q4
$263K Buy
22,642
+1
+0% +$12 0.13% 71
2022
Q3
$262K Buy
22,641
+7,815
+53% +$90.4K 0.17% 64
2022
Q2
$165K Buy
14,826
+142
+1% +$1.58K 0.11% 84
2022
Q1
$240K Hold
14,684
0.15% 66
2021
Q4
$240K Buy
14,684
+786
+6% +$12.8K 0.15% 66
2021
Q3
$276K Buy
+13,898
New +$276K 0.16% 63